Copper CRM (Formerly ProsperWorks)

What Is CRM?

Simply put, a CRM (Customer Relationship Management) system is a technology for tracking and managing all your company’s relationships with customers and potential customers.

Why Do They Exist?

They exist because they help companies like yours improve profitability. It’s as simple as that. Their intended purpose is to aid with customer acquisition and retention, and allow you to add automations into your workflow so you can:

Increase sales

Keep customers

Waste less time on manual & menial tasks

Enforce processes

Increase visibility

Have a single source of truth

Return On Investment (ROI)

CRM when implemented properly pays for itself. It is reported that companies get on average $9 for every $1 spent.

Somewhere along the way, CRM got really complicated

Copper (ProsperWorks) took matters into their own hands, and built a CRM that helps every user excel at their job. They have done that by eliminating painful data entry, automating time-consuming tasks, and seamlessly integrating with the tools you use daily.

In today’s episode of Analysis Paralysis, I’ll be talking with Jon Lee, the Founder and CEO of Copper. Since it first launched back in 2013, Copper has been one of the fastest-growing customer relationship management systems on the market with over $87m in venture backing. They’re also now the #1 recommended CRM for G Suite.

Serial entrepreneur by trade, Jon started Copper (formerly ProsperWorks) to give every company tools they will actually use to help them prosper. Jon started in investment banking at Merrill Lynch, moved to run a large operations team at Yahoo, and later founded Bazaar Advertising Solutions and DNA Games, acquired by Epic Media Group and Zynga, respectively. Jon holds a BS in Industrial Engineering and Operations Research from UC Berkeley and currently resides in Hillsborough, CA with his wife, two daughters and son. He's a big fan of aquariums and is known for his epic all hands speeches.

Over the course of the episode, Jon will take us through his journey of entrepreneurialism and past business ventures, offer tips on how to overcome the inevitable obstacles that arise while building a business, and how to manifest destiny to achieve your goals in life.

This is an episode that I had been looking forward to recording for many months, and I hope you enjoy listening to it as much as I enjoyed conducting it!

Let automated actions simplify your workflow

It’s a lot of work to effectively maintain and manage your book of business. Whether it’s sending calendar invites, setting follow-up tasks, updating statuses, or sending out a proposal - we automate next steps so you can focus on selling. Not only are you getting time back, you’re staying true to your process.

After setting up a meeting with new prospects, you can automatically assign a follow-up task

Opportunities moved to demo can be automatically assigned a follow-up task to the entity owner

Automatically assign time-based follow-up tasks to reach out when a lead or opportunity has been sitting idle for a week

Every communication in one centralized place

Copper (ProsperWorks) integrates with Gmail so every email, text message and file is attached to the contact. You’ll never have to find “that one” thread or remember to CC an email to keep your colleagues in the loop.

The #1 CRM for G Suite

Copper (ProsperWorks) is embedded into Gmail so you can update opportunities, add contacts, get account histories, and manage your pipeline right from your inbox. Copper (ProsperWorks) was built with Google’s material design principles so it even looks like G Suite apps. The integration is so effortless, you’re up and running in hours - not months.

Wanting to run or work for a startup is a common goal nowadays. New companies are launched all the time, led by founders who hope to move quickly and grow fast. But as we all know, not all are successful. Why is this? Why do some succeed and others fail?

Brittany Perez, who leads the account management team at Copper, is familiar with these questions. She left a comfortable position at a well-known company (Intuit) to work at Copper, and since joining the team, they’ve grown from 28 employees to hundreds, and have raised just under $100M in venture backing.

In this episode, Brittany discusses: why she decided to leave Intuit for the risky startup space and take a chance on Copper; the difficulties female sales representatives must face in a heavily male-dominated space; and what made her fall in love with Copper after using Salesforce for most of her career.

What Is Process Consulting?

Whether they realize it or not, every business has a set of processes and procedures by which they operate. They may not be refined or documented, but they exist. We will work with you to bring to light your existing processes, suggest new ones, and make them all integrate more deeply with your software.

Do I Need This?

Imagine your company at twice its current size:

Would your current systems be stressed to the max, or even break?

Would existing inefficiencies and problems currently held together by patchwork solutions be amplified?

Would there be a significant dropoff in production if you or a top employee is unable to work?

If the answer to any of these questions is 'yes,' then we're here to help you implement certain processes and put systems in place to lay the groundwork needed to properly scale.

Project Completed

Ask For Review

Delay & Check For Approval

Send Thank You

If Approved, Automatically Send Handwritten Thank You Letter to Customer

Simply mark a project as "Complete" in your CRM:

Never again forget to ask your customers for an online review, the lifeblood of any business.

Show your customers how much you appreciate their business by sending a handwritten thank you letter; automatically.

What Our Clients Are Saying

I had approached CyberBytes with issues we were experiencing with respect to scalability involving Zapier, Copper and G Suite. Alex came in and did an amazing job at identifying our issues and asking the right questions to determine the best course of action based on my business. Everything is now running perfectly! They came up with solutions that fixed our issues and allowed us new functionality. I highly recommend CyberBytes!

David Laderberg

Vice President Smart Charge America

Alex and his team were tasked with building a fairly custom and extensive solution that integrated seamlessly with our application process. They set us up on all the right software to streamline processes and save us an immense amount of time. We're able to focus our energy and time on doing what we do best while the system takes care of the rest.

Brian Straka

Director of Portfolio Recruitment & Selection43North

Alex and the team provided excellent alternatives to our current system (based on several in-depth calls before we signed). To date, every recommendation CyberBytes made we have implemented. The admin and superintendents are thrilled with Copper. The estimator/sales side has increased our close rate from 40% to nearly 50% with the implementation of PandaDoc. This alone has paid for the services CyberBytes provides. Ongoing support is quick, thorough and well documented. I am greatly encouraged I have found a long-term solution with CyberBytes!

Mike Ricker

OwnerCrash of Rhinos Painting

Alex has done a great job of organizing our business through the proper use of currently available technology that is right for my business and our customers. Their support is terrific and they have always been on point.